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Very interesting possibility about LabCorp but what would happen to Illumina if that scenario went ahead ?

Everything coming out of the company is ‘iSCIB+’ and it’s always wrapped in a positive narrative.

The only conclusion you can arrive at is that iSCIB+ Intramuscular has matched or surpassed SCIB1’s previous results.

The importance is two fold :

a ) We can now potentially treat 100% of the pre-screened melanoma patients instead of of just the 30% HLA-A2 population.

b ) iSCIB+ will have a 15 year patent protection.

These are hugely valuable improvements. All we need now is equally impressive data to arrive with a full publicity splash. 🤞🤞

Three reasons Drac

1) Missed timelines in the past and missed promises.

2) No High Value Inflection Points. Data so far is ‘On Track’ but the patient numbers are small. Very promising but we need the solid evidence that these products are commercial. The deals with GenMab are modest compared to what has been seen for other pre-clinical antibodies and after nearly two years, still no phase1 trial announced.

3) Over One Billion shares so the market perception is that Scancell’s Tech has to be amazing to create a multiple over the current share price.

All of the above needs the arrival of unequivocal commercial data. We need validation by partnering a well funded Pharma Co.

Then we will see the value….. in my opinion

Thanks Matt

My hope is that the SCOPE trial results are fantastic, that the ModiFY results in Renal Cell Carcinoma exceed expectations and that Redmile on reading the trial data, order the champagne.

Not to much to ask for, is it …..

The investment picture is a little confusing.

On SICB1 or should I say iSCIB+ as it seems that’s the one that will go forward, we have a Registration Trial that would lead into a Phase 3 and then clinical approval. That timeline is 2 years away plus another 18 months, approximately. If clinical revenue is when you think the value will arrive, then it’s mid 2028 earliest.

My humble opinion is that the data due to arrive this year needs to be attractive enough to entice a large well funded pharma.

We need that ‘win’ so Moditope can be funded correctly and ensure the ModiFY Trial is not stunted by the lack of funding.

The drag on the SP is solely down to market confidence that the trials ‘will’ produce the necessary positive outcomes because if we have to fund those trials by raising some £40 to £60 million, I think it would be a struggle.

However, if the market is completely wrong and the data is exactly what the likes of BMS are looking for in future proofing their market share, then some of the value is going to arrive in 2025. If that’s happens the current share price is wildly undervalued.

I don’t know what the outcome will be but I’ve made sure that if value does arrive over the next 3 to 4 months I have what I consider ’enough shares’.

On what we have been told so far I expect the data to be more than good enough to attract a partner, but that’s my opinion.

A business deal tied to a bank loan would work. It’s been awfully quite since the Illumina / Angle customer presentation, hopefully due to ongoing dialogue 🤞

Hi Breakingeven

There is a very high probability that some of these recent 50k, 100k and 150k Sells are traders who anticipated the arrival of SP rising news from the AACR. It happens very regularly.

Problem is that no dynamic / positive news does create a vacuum and the AIM market does have a plethora of traders all anticipating the swings.

We only have two trading months before ‘Mid Year’ data arrives. Not long to go.

Scinv_temp, it is a serious question. If you know how the NHS have been conned into being involved with iSCIB+ I would like to know so I can save my investment.

Scinv_temp you really are intriguing.

You do know your way around clinical trials but your assumptions sometimes go completely against the probable outcomes.

For instance your comment just now about Scancell ‘clutching at straws’ with iSCIB+.

To me the NHS CVLP would not get involved with a ‘possible maybe’ of a new vaccine. They must have sort solid evidence in the form of data that iSCIB+ IntraMuscular was going to meet its end points and that the Lab data on IntraDermal was strong enough for them to get involved.

So please explain, what I am so obviously missing ?

The addition of Cohort 4 ‘IntraDermal’ was a surprise when it first came up and I wondered if that decision was due to third party PharmaJet data or if a potential partner had requested the comparison.

Well we now know it was solely due to in house lab data from mouse models that showed improvements over the IntraMuscular delivery. Those results must have shown a substantial advantage over IntraMuscular or why cause huge extra cost and time delay for the Reg Trial.

It would be fantastic if the mid year release of data was a clear choice of iSCIB+ and accompanied by the announcement of a signed up Partnership

Excellent presentation just ahead of the AACR conference and just after the NHS has virtually said that iSCIB+ IntraMuscular delivery is working to a very high standard.

There is no chance that an average set of data from the SCOPE trial would have compelled the NHS to trumpet their involvement in the Cohort 4 IntraDermal delivery of iSCIB+. So we can be confident that SCOPE is going forward to a Reg Trial.

In 8 to 12 weeks we will begin to find out exactly what our BOD already suspects and the big reveal will be Partner or No Partner.

Considering everything said by the NHS CVLP and this Investor Meet my money is going on ‘Partner’ and probably BMS.

The language used is confident that these pre-clinical products ‘will’ be developed in-house. Could it be that this confident is due to the fact that they already have a partner signed up for the SCOPE Registration Trial 🤔

Hi EE

I asked a question about the Modi1 Neoadjuvant Cohort about 6 weeks ago. The answer was that of the two groups of

15 Modi Monotherapy and 15 Modi plus CPI the Mono was complete and they had not war that time completed the CPI group. So hopefully it we be complete by now.

Hi Buddhabob

I think we will be in a much better position to answer your question once all the clinical data is released and we know if a large Pharma company wants to be mates.

There are just too many ‘what ifs’ hanging over the future value of Scancell right now to hazard any guess.

Here’s one to think about :

What if, Modi1 plus double CPI’s in Renal Cell Carcinoma is an absolute game changer. There is some serious value in defeating a solid tumour and it would mean a race into other cancer setting…..

If only 👍👍

Agreed, Dracula is always chomping at the bit. 😂😂

We’ve had many false dawns over the past 10 years but this current situation definitely has a glimmer of the sun rising.

The lessons we’ve learnt is that ‘going up’ the Scancell share price is very stubborn so these claims of 15p are not based on any reality that we long term holders have experienced.

However, if some clinical data is shared in the next week or two it would consolidate a range from 12p to 15p. This would be a solid base to move up from as we get ever closer to the ‘Mid Year’ Clinical Data Reports.

I honestly thought we would have to weather the market storms until the Clinical Reports for SCIB1 and Modi1.

Any doubts that iSCIB+ was not performing have been totally dismissed by the single fact that the NHS and Government has both spoken out in recognition of Scancell’s potential.

Could we see more evidence of SCOPE’s success at the upcoming AACR ?

I especially like this extract from CW’s 18:47 from yesterday ……

Our CEO saying :

“ It additionally underscores the potential benefit of iSCIB1+ to advanced stage melanoma patients and the longer-term market opportunity “.

A total commitment to iSCIB+.

As good or better that SCIB1 but acting across all patients not just the 30% of HLA-A2 Positive.

The details in this announcement increases the commercial potential of Immunobody.

The wording is strongly suggesting that iSCIB+ will be the one going forward we just need to prove which delivery is best, Intramuscular or Intradermal.

Registration Trial 2nd half of 2026 is not unsurprising.

Does sound like we are beginning to get some traction with the Clinical Illuminati.

Ok got it but what is ‘ffs’ 🤣🤣🤣🤣